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4.PO Received tab:

  • PO Received dashboard will be shown as below image:

  • Added PO is displayed in Reports as shown in the below image.
  • Click on the PO Received tab.
  • Once PO is Received it will get stored in this tab.

    4.1.Create Invoice:

  • Click on left side Menu List → Click on Account → Click on PO Received tab → Click on +create Invoice
  • For PO Received tab, form will open as per the below image.
  • Enter all Required Details.
    1.Invoice Type:Select invoice type using the dropdown list.
    2.Invoice Template: Select invoice Template using the dropdown list.
    3.Customer: Select the customer using the dropdown list.
    4.Invoice Date: Select the invoice date.
    5.invoice no: Generate the invoice no.
    6.Due date: Select the due date.
    7.Invoice Seq.No:Enter the invoice seq no
    8.Company bank account: Select the company bank account name using dropdown list.
    9.Currency :Select the currency type using dropdown list.
  • Currency Rate: Enter the currency rate.
  • PO Details: Enter the po details.
  • Reference Order/Lead: Enter Reference Order/Lead using dropdown list
  • Place Of Supply:Select Place Of Supply using dropdown list
  • Is RCA:Select Is RCA using dropdown list
  • After filling all the mandatory fields click on the Save Invoice button. On click of Save invoice , the Product will be added successfully.

  • Click on Save invoice Button, form will open as per the below image.

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